CSI
Clark & Stuart Inc. Portfolio
Invests via Clark & Stuart Inc. | Managed by Michael Henry Stuart, Charles S. “Rocky†Clark
Invests via Clark & Stuart Inc.
Managed by Michael Henry Stuart, Charles S. “Rocky†Clark
Automatically Tracked
Company Profile
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Investment Philosophy & Strategy
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.91%
Gain +0.19%
Monthly
0.92%
Yearly
11.69%
Drawdown
14.2%
$167.39M
Equity
Holdings
$167.39M
Investment
$141.85M
$29.36M
Profit +$299,478.44
Realized
$3.83M
Unrealized
$25.54M
Dividends
$6.62M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$299,478.44
Win %
73%
This Week
Compared To Last Week
Gain
2.4%
Profit
$3.92M
Win %
73%
This Month
Compared to last month
Gain
3.22%
Profit
$5.22M
Win %
73%
This Year
Compared to last year
Gain
3.21%
Profit
$5.17M
Win %
70%
IDXX IDEXX Laboratories, Inc.
+3.19%
+$11,244.25 
PEP PepsiCo, Inc.
+2.18%
+$132,986 
SLB Schlumberger Limited
+2.05%
+$33,846.12 
KO The Coca-Cola Company
+1.81%
+$35,811.48 
JPM JPMorgan Chase & Co.
+1.81%
+$25,712.52 
HSY The Hershey Company
+1.45%
+$18,495.13 
GE General Electric Company
+1.42%
+$7,646.6 
CVX Chevron Corporation
+1.41%
+$11,863.1 
JNJ Johnson & Johnson
+1.22%
+$143,929.11 
PG Procter & Gamble Co
+1.17%
+$15,301.42 
MRK Merck & Co., Inc.
+1.11%
+$161,191.59 
XOM Exxon Mobil Corporation
+0.98%
+$24,833.5 
CI The Cigna Group
+0.95%
+$2,508 
KMB Kimberly-Clark Corporation
+0.95%
+$67,552.65 
CAC Camden National Corporation
+0.83%
+$4,440.75 
AAPL Apple Inc.
+0.82%
+$25,918.62 
VZ Verizon Communications Inc.
+0.78%
+$2,388.43 
SJM The J.M. Smucker Company
+0.76%
+$68,592 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$2,701.02 
ITW Illinois Tool Works Inc.
+0.62%
+$9,984.52 
APD Air Products and Chemicals, Inc.
+0.46%
+$7,167.82 
SYK Stryker Corporation
+0.38%
+$16,064.02 
AMGN Amgen Inc.
+0.34%
+$946.15 
FAST Fastenal Co.
+0.34%
+$28,046.77 
RPM RPM International Inc.
+0.32%
+$12,044.8 
GPC Genuine Parts Company
+0.32%
+$7,796.81 
PH Parker-Hannifin Corporation
+0.32%
+$927.18 
ADP Automatic Data Processing Inc.
+0.21%
+$20,517.6 
CBSH Commerce Bancshares, Inc.
+0.1%
+$4,545.69 
SBUX Starbucks Corporation
+0.06%
+$266.83 
SYY Sysco Corporation
+0.05%
+$3,659.72 
NVDA NVIDIA Corporation
+0.04%
+$111.2 ZINN
ZINN
0%
$0 
STX Seagate Technology Holdings plc
-5.68%
-$14,158.42 
RGEN Repligen Corporation
-5.08%
-$13,090.42 
INTC Intel Corporation
-4.32%
-$56,163.84 
ADBE Adobe Inc.
-2.76%
-$110,731.15 
MSFT Microsoft Corp.
-2.04%
-$36,145.83 
GOOGL Alphabet Inc
-1.63%
-$8,122.4 
GOOG Alphabet Inc
-1.48%
-$9,923.62 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$57,669.3 
NDSN Nordson Corporation
-1.21%
-$84,312.48 
UPS United Parcel Service, Inc.
-1.11%
-$94,827.91 
MDT Medtronic plc
-0.63%
-$5,461.34 
NYT New York Times Co.
-0.56%
-$55,973.61 
CSX CSX Corporation
-0.53%
-$1,162.2 
EMR Emerson Electric Co.
-0.47%
-$8,780.2 
MMM 3M Company
-0.43%
-$38,131.33 
ECL Ecolab Inc.
-0.31%
-$2,047 
ABT Abbott Laboratories
-0.29%
-$10,452.3 
GWW W.W. Grainger, Inc.
-0.14%
-$1,881.04 
URI United Rentals, Inc.
-0.1%
-$238.79 Events
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Dividends
Dividend Analysis
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| Trades 312 | Longs Won 207/312 66% | Profit Factor 5.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $480,288.03 |
| Average Win $176,489.57 | Best Trade (Oct 16) $4.91M | Sharpe Ratio -9.81 |
| Average Loss -$68,279.25 | Worst Trade (Oct 15) -$1.66M | Z-Score 4.34 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $94,115.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,451 | 2,206 | 1,961 | 1,716 | 1,471 | 1,225 | 980 | 735 | 490 | 245 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,191 | $2.26M | $3.17M | - | $904,552.94 | 39.94% | +0.825% |
| ABT Abbott Laboratories | 34,841 | $3.5M | $3.64M | - | $132,019.41 | 3.77% | -0.287% |
| ADBE Adobe Inc. | 15,967 | $4.3M | $3.91M | - | -$393,410.06 | -9.15% | -2.756% |
| ADP Automatic Data Processing Inc. | 34,775 | $8.01M | $9.95M | - | $1.95M | 24.31% | +0.207% |
| AMGN Amgen Inc. | 635 | $207,842 | $276,555.2 | - | $68,713.2 | 33.06% | +0.343% |
| APD Air Products and Chemicals, Inc. | 5,213 | $1.51M | $1.55M | - | $41,365.09 | 2.74% | +0.464% |
| BRK-B Berkshire Hathaway Inc. | 763 | $352,916.55 | $403,794.86 | - | $50,878.31 | 14.42% | +0.673% |
| CAC Camden National Corporation | 9,550 | $408,167 | $537,999.25 | - | $129,832.25 | 31.81% | +0.832% |
| CBSH Commerce Bancshares, Inc. | 82,649 | $4.9M | $4.6M | - | -$308,096.62 | -6.28% | +0.099% |
| CI The Cigna Group | 880 | $248,231.46 | $265,460.8 | - | $17,229.34 | 6.94% | +0.954% |
| CSX CSX Corporation | 4,470 | $212,459 | $216,482.1 | - | $4,023.1 | 1.89% | -0.534% |
| CVX Chevron Corporation | 3,833 | $558,203.24 | $852,516.69 | - | $294,313.45 | 52.73% | +1.411% |
| ECL Ecolab Inc. | 2,300 | $631,373.24 | $666,816 | - | $35,442.76 | 5.61% | -0.306% |
| EMR Emerson Electric Co. | 11,403 | $1.41M | $1.84M | - | $425,526.76 | 30.08% | -0.475% |
| FAST Fastenal Co. | 164,981 | $5.93M | $8.34M | - | $2.41M | 40.59% | +0.337% |
| GE General Electric Company | 1,730 | $289,059.05 | $547,406.6 | - | $258,347.55 | 89.38% | +1.417% |
| GOOG Alphabet Inc | 1,942 | $364,164.49 | $659,891.6 | - | $295,727.11 | 81.21% | -1.482% |
| GOOGL Alphabet Inc | 1,430 | $378,995.11 | $491,262.2 | - | $112,267.09 | 29.62% | -1.626% |
| GPC Genuine Parts Company | 18,345 | $2.16M | $2.46M | - | $295,645.02 | 13.68% | +0.318% |
| GWW W.W. Grainger, Inc. | 990 | $1.04M | $1.32M | - | $272,467.56 | 26.11% | -0.143% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Clark & Stuart Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Johnson & Johnson - $1.26M, Chevron Corporation - $852,920.92, Fastenal Co - $828,338.82, New York Times Co - $792,135.92, and Merck & Co., Inc - $791,447.88. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $155,720.68, AppLovin Corporation Class A Common Stock - $108,077.57, Repligen Corporation - $87,836, Credo Technology Group Holding Ltd - $68,980.75, and Vertiv Holdings Co - $57,002.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Clark & Stuart Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.62M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $851,914.4, Merck & Co., Inc - $606,400.24, The J.M. Smucker Company - $547,781.86, Johnson & Johnson - $457,549.88, and PepsiCo, Inc - $414,636.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Clark & Stuart Inc.'s monthly returns?
Clark & Stuart Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Clark & Stuart Inc.'s strategy be considered aggressive or moderate?
Clark & Stuart Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Clark & Stuart Inc.'s strategy?
Clark & Stuart Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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